Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Thats where financial advisors come in! They need to hear from you.

Communication

Nerd's Eye View

JUNE 13, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Financial Planner

Nerd's Eye View

FEBRUARY 6, 2025

And at the same time, prospects are likely to feel vulnerable and equally nervous with their own set of concerns – how to present themselves to the advisor, what questions to ask, and how to explain their issues while still feeling competent.

Communication

Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning

Nerd's Eye View

JULY 23, 2025

For newer financial advisors, few situations feel more daunting than being asked a question in a client meeting that they can't confidently answer. In these high-pressure moments, the fear of appearing unprepared or inexperienced can be overwhelming – particularly when trying to earn the trust of both senior advisors and clients.

Clients

Nerd's Eye View

JANUARY 9, 2025

While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.

Financial Advice

Nerd's Eye View

JUNE 26, 2025

Yet advisors also bring their own money histories, attitudes, and values into the relationship, which can influence not only how they interpret clients’ financial situations but also how they perceive their own financial standing.

Clients

Nerd's Eye View

NOVEMBER 26, 2024

Welcome to the 413th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Kevin Leahy. Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. Read More.

Wealth Management

FMG

MAY 30, 2025

While 98% of text messages are read within 3 minutes, the average financial advisor email sits unopened for 6+ hours ( Wealthmanagement.com ). This communication gap is costing you clients, opportunities, and competitive advantage. Meanwhile, other advisors are winning business by meeting clients where they actually communicate.

Communication

Indigo Marketing Agency

DECEMBER 11, 2024

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. The secret lies in mastering the prospect journey, blending automation with personal touch, and strategically diversifying your communication channels.

Financial Advisor

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup

Nerd's Eye View

NOVEMBER 11, 2024

To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development.

Marketing

Don Connelly & Associates

DECEMBER 16, 2024

Of all the key roles and responsibilities of a financial advisor, one of the most essential is communicating complex financial concepts into simple terms the average person can understand. This is critical to helping clients understand their options, feel confident in their decisions, and build lasting trust.

Communication

Midstream Marketing

JANUARY 19, 2025

Explore advanced tactics like video marketing and PPC strategies tailored for financial advisors. Introduction Entering the world of digital marketing for financial advisors opens many ways to reach more people, find new clients, and stand out in a competitive field.

Financial Advisor

Midstream Marketing

OCTOBER 30, 2024

Key Highlights A referral program helps financial advisors grow their businesses. Introduction In the busy area of financial advisory services, getting new clients is important for success. Old marketing methods still have their place, but referral marketing is a better option for financial advisors today.

Financial Advisor

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

Financial Planner

Wealth Management

JUNE 20, 2025

We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day.

Wealth Management

Don Connelly & Associates

MARCH 17, 2025

Some advisors are natural communicators with inherent skills for demonstrating empathy, telling relatable stories, displaying a natural curiosity by asking open-ended questions, and translating complex ideas into terms clients can understand.

Financial Advisor

Nerd's Eye View

JUNE 18, 2025

In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. Tax advice, by contrast, involves discussing specific actions with tax consequences, which can expose advisors to significant legal risk, particularly when clients interpret such statements as recommendations.

Taxes

Indigo Marketing Agency

JULY 5, 2025

5 Compliance Tips From a Financial Advisor Marketing Consultant Whether you’re creating a new website , publishing a blog post , or sharing content on social media, a financial advisor marketing consultant will tell you that compliance should always be top-of-mind. Communicate with accuracy and transparency.

Compliance

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services. It will help you connect with potential clients looking for financial help.

Financial Advisor

Million Dollar Round Table (MDRT)

MAY 20, 2025

By Antoinette Tuscano, MDRT senior content specialist Connecting with prospects, converting them to clients and then keeping them as long-term, happy clients depends on several different components, with communication topping the list. Communicate better with clients with these ideas from MDRT members.

Financial Advisor

Nerd's Eye View

JULY 1, 2025

Welcome to the 444th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Libby Greiwe. Read More.

Clients

Nerd's Eye View

JUNE 24, 2025

Welcome to the 443rd episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Griffin Kirsch. Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households. Read More.

Tax Planning

Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals.

Clients

Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals.

Clients

Nerd's Eye View

DECEMBER 31, 2024

Welcome to the 418th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Stacey McKinnon. Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households.

Management

Nerd's Eye View

JANUARY 22, 2025

Financial advisors often engage with a variety of prospects, each with unique needs and motivations. Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. I help clients in retirement by doing X, Y, and Z.").

Financial Advice

Midstream Marketing

OCTOBER 29, 2024

By understanding their financial concerns, online habits, and how they like to communicate, you can improve your marketing. Financial Advisor Marketing to Millennials Millennials are people born from 1981 to 1996. Still, these challenges also create new chances for financial advisors.

Financial Advisor

Nerd's Eye View

MARCH 6, 2025

New financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract clients quickly and establish a base. But as the firm grows, so does an advisor's skill set and the demands on their time.

Clients

Nerd's Eye View

MAY 19, 2025

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession.

Financial Planning

FMG

JUNE 17, 2025

Texting for financial advisors has shifted from being a novelty to a necessary part of client communication. Advisors now meet clients where they are: on their phones. Texting for Financial Advisors Texting for financial advisors is more than a time-saver. It’s a trust-building channel.

Financial Advisor

Nerd's Eye View

MARCH 3, 2025

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning

Nerd's Eye View

APRIL 11, 2025

In addition, Atkins' arrival could also mean the end of the pending RIA outsourcing and custody rules proposed under Gensler, a reduced focus on monitoring advisors' off-channel communications, and a new regulatory framework for digital assets.

Financial Planner

Steve Sanduski

DECEMBER 11, 2024

This step helps minimize the client’s concern that theyll have to “start over” with a new advisor, as the incoming advisor will be equipped with the personal details that foster trust. The communication plan should also be personalized for key clients. 05 How a Successful Transition Benefits All?

Financial Advisor

FMG

MARCH 3, 2025

Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. It shows youre active in your community and willing to interact.

Financial Advisor

Abnormal Returns

JULY 14, 2025

thinkadvisor.com) A Q&A with Pure Financial Advisors CEO Joe Anderson. advisorperspectives.com) A lot of communication is non-verbal. (wealthmanagement.com) iCapital is lapping the competition. riabiz.com) Q&A A Q&A with Joe Duran of Rise Growth Partners about the state of M&A. meaningfulmoney.life)

Wealth Management